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3,770 hedge funds and large institutions have $234B invested in Merck in 2026 Q1 according to their latest regulatory filings, with 313 funds opening new positions, 1,448 increasing their positions, 1,582 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 3,6463,770 (+124)

8% less repeat investments, than reductions

Existing positions increased: 1,448 | Existing positions reduced: 1,582

1.07% less ownership

Funds ownership: 79.11%78.04% (-1.1%)

Holders
3,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.43B
Puts
$2.78B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JE
2551
JMAC Enterprises
Pennsylvania
$580K
PWP
2552
Phillips Wealth Planners
Mississippi
$578K
SFG
2553
Sovereign Financial Group
Connecticut
$578K
PAW
2554
Plan A Wealth
Nebraska
$578K
FEG
2555
Financial Enhancement Group
Indiana
$578K
EMB
2556
Elefante Mark B
$577K
CWG
2557
Crown Wealth Group
North Carolina
$576K
SP
2558
Stonebrook Private
Michigan
$576K
HCM
2559
Hollencrest Capital Management
California
$575K
SIS
2560
Sound Income Strategies
Florida
$573K
SFG
2561
Seamount Financial Group
Colorado
$573K
APW
2562
Acima Private Wealth
Virginia
$573K
CAM
2563
Campion Asset Management
Virginia
$573K
UWPG
2564
Ullmann Wealth Partners Group
Florida
$573K
JCM
2565
Jacobsen Capital Management
Utah
$572K
CFA
2566
Cahill Financial Advisors
Minnesota
$572K
FWP
2567
Flatrock Wealth Partners
California
$570K
WIM
2568
Warwick Investment Management
Texas
$569K
FAN
2569
Financial Advisors Network
California
$569K
NO
2570
Ninety One
South Africa
$569K
SWRP
2571
Summit Wealth & Retirement Planning
California
$568K
AC
2572
Annandale Capital
Texas
$568K
MWA
2573
Medallion Wealth Advisors
Connecticut
$567K
FCFC
2574
First Citizens Financial Corp
Iowa
$567K
CFGA
2575
Cambridge Financial Group (Arizona)
Arizona
$567K